Company Performance - Ryder's shares have increased by 13.6% over the past month, reaching a new 52-week high of $218.36 [1] - Year-to-date, Ryder has gained 13.6%, outperforming the Zacks Transportation sector's 13% gain and the Zacks Transportation - Equipment and Leasing industry's 8.7% return [1] Earnings and Revenue Expectations - Ryder has consistently exceeded earnings consensus estimates for the last four quarters, reporting EPS of $3.57 against an estimate of $3.56 in the latest earnings report [2] - For the current fiscal year, Ryder is projected to earn $14.94 per share on revenues of $12.74 billion, with a year-over-year earnings growth of 14.83% [3] - In the next fiscal year, earnings are expected to rise to $17.21 per share on revenues of $13.27 billion, reflecting a 4.21% increase [3] Valuation Metrics - Ryder's stock trades at 14.6X current fiscal year EPS estimates, aligning with the peer industry average [7] - On a trailing cash flow basis, Ryder trades at 3.9X compared to the peer group's average of 5.9X, positioning it favorably for value investors [7] Zacks Rank and Style Scores - Ryder holds a Zacks Rank of 2 (Buy) due to positive earnings estimate revisions from analysts [8] - The company has a Value Score of A, a Growth Score of B, and a Momentum Score of F, resulting in a combined VGM Score of A [6][8] Industry Comparison - The Transportation - Equipment and Leasing industry is performing well, ranking in the top 10% of all industries, providing favorable conditions for both Ryder and its peer, Freightcar America, Inc. [11]

Core Viewpoint - Ryder has declared a quarterly cash dividend, continuing a streak of over 49 years of uninterrupted dividend payments [1] Company Summary - Ryder's commitment to dividend payments highlights its financial stability and consistent performance over nearly five decades [1]

Core Insights - Ryder System, Inc. will have its Chairman & CEO Robert Sanchez address the 2026 Citi Global Industrial Tech and Mobility Conference on February 17, 2026, at 9:40 a.m. Eastern Standard Time [1] Company Overview - Ryder System, Inc. is a fully integrated port-to-door logistics and transportation company providing supply chain, dedicated transportation, and fleet management solutions [1] - The company operates across more than 20 industries in the United States, Mexico, and Canada, managing nearly 250,000 commercial vehicles and operating approximately 300 warehouses totaling over 100 million square feet [1] - Ryder is recognized for its industry-leading practices, technology-driven innovations, and environmental management [1] Financial Information - Ryder's revenues for 2024 are reported at $12.6 billion [1] Recent Developments - Ryder has completed the acquisition of Truck Service Depot, enhancing its Torque by Ryder™ retail mobile maintenance business [1] - The company will release its fourth quarter 2025 earnings on February 11, 2026, with a conference call scheduled for the same day at 11 a.m. Eastern Time [1] - Tammy Romo has been elected to Ryder's Board of Directors, effective January 5, 2026, bringing her transportation expertise to the board [1]

Group 1 - Kultura Brands Inc. announced that professional boxer Brandon Figueroa will compete in a featherweight world title fight on February 7, 2026, broadcast exclusively on DAZN [1] - The event will take place at M&S Bank Arena in Liverpool, England, providing a significant international platform for Figueroa [1] - Figueroa will represent Kultura Brands' performance-driven brands: Adios®, Thirst Responder®, and LOCK'DIN® during the fight [1] Group 2 - The fight is positioned as a global moment, with CEO Brad Wyatt emphasizing the alignment of Figueroa's performance with the brand's values of preparation and toughness [1] - Kultura Brands aims to expand its international presence through this event, with COO Brent Albin highlighting the synergy between DAZN's reach, Liverpool's crowd, and Figueroa's fighting style [1] - Adios® is continuing its national rollout through a distribution partnership with CKS Distribution, aligning the brand with major cultural and sports events [1]

Core Insights - The integration of advanced AI capabilities into Zomedica's TRUVIEW® AI digital microscopy system enhances diagnostic speed, consistency, and workflow efficiency for veterinary clinics [1] Company Developments - Zomedica Corp. has announced the incorporation of AI interpretation capabilities into its TRUVIEW® system, which will automate the interpretation of hematology blood films [1] - The company plans to extend the AI functionality to include skin and ear cytology in the near future [1]

Group 1 - Caldwell has announced a three-year sponsorship with Deloitte Canada for the Outstanding CEO of the Year® Award Program [1] - Deloitte Canada will serve as the presenting sponsor of the award program [1] - Fatima Laher, Deputy Chair of the Board of Deloitte Canada and Chile, will chair the CEO of the Year Advisory Board [1]

Core Insights - The article emphasizes a fundamental, valuation-driven investment approach focused on identifying businesses with potential for long-term growth and significant terminal value [1] Investment Philosophy - The investment strategy is centered around understanding core business economics, including competitive advantages, unit economics, reinvestment opportunities, and management quality [1] - The focus is on sectors that exhibit strong secular tailwinds, indicating a preference for industries poised for sustained growth [1] Professional Background - The investor has 10 years of self-education in the investment field and currently manages personal funds sourced from friends and family [1] - The motivation for sharing insights on Seeking Alpha is to provide valuable analysis and receive feedback from the investment community [1] Analytical Approach - The aim is to help readers concentrate on factors that drive long-term equity value, advocating for analysis that is both analytical and accessible [1]

Core Insights - Mytra has successfully closed a $120 million Series C funding round to enhance its supply chain operating system [1] Group 1: Funding Details - The Series C round was led by Avenir Growth, with participation from new investors including Kivu Ventures, Liquid 2, D. E. Shaw, and Offline Ventures, as well as existing investors such as Eclipse, Greenoaks, Abstract Ventures, and Promus Ventures [2] - Strategic investors in Mytra include Lineage and RyderVentures, the corporate venture capital arm of Ryder System, Inc. [2] Group 2: Company Overview - Mytra specializes in software-defined industrial robotics solutions aimed at automating common logistics tasks, particularly in moving and storing materials [3] - The company's solutions address critical bottlenecks for warehouse-dependent organizations, ranging from Fortune 100 suppliers to local grocers, thereby enhancing supply chain resiliency and throughput [3]

Core Insights - Ryder System, Inc. is recognized as one of the 14 Best Mid Cap Dividend Aristocrat Stocks to buy now [1] - Wolfe Research downgraded Ryder from Outperform to Peer Perform on January 8 [2] Acquisition Details - On January 5, Ryder completed the acquisition of Truck Service Depot, a mobile maintenance provider based in Atlanta, enhancing its Torque by Ryder platform [3] - Truck Service Depot operates two locations with over 20 technicians, including a 10-bay drive-through maintenance facility in Atlanta and a service center in Savannah [4] - The integration of Truck Service Depot's employees and operations into Ryder's network is planned for completion by 2026, with the founder supporting the transition [5] Company Overview - Ryder System, Inc. is a fully integrated logistics and transportation company offering supply chain, dedicated transportation, and fleet management solutions [6]

Core Insights - The City of Vancouver has approved the rezoning and density increase for the GEC® Langara project, transitioning it from a single-house residential designation to a 26-storey rental apartment tower [1] - The project will now have a maximum buildable area of 163,000 square feet, representing a 159% increase in density from the previous design [2] - The GEC® Langara project is expected to accommodate approximately 650 occupants, a 171% increase in housing capacity [2] Project Details - The GEC® Langara project has a budget of approximately $150 million, with plans to seek financing from the Canada Mortgage and Housing Corporation (CMHC) to reduce interest costs [4] - The projected annual rental revenue has increased from $3.5 million to $13 million due to the approved density [4] - The project will benefit from GST exemptions and reduced development levies, significantly lowering capital costs [4] Strategic Location - GEC® Langara is strategically located at the corner of Cambie Street and West 49th Avenue, adjacent to the Langara-49th Avenue Canada Line station [3] - The Canada Line provides rapid transit to downtown Vancouver in 15 minutes and to Vancouver International Airport in 10 minutes [3] - Transit bus access to the University of British Columbia is under 40 minutes [3] Community Impact - The project will allocate 20% of the units to below-market rental housing, providing affordable options for the community [4] - GECC has been a leader in Canada's education and student housing landscape for over 32 years, serving nearly 10,000 students annually [5] - The GEC® portfolio exceeds $1.3 billion, providing housing solutions to 95 schools in Metro Vancouver [6]